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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,075 | $178,174-74.1% | $156,181-70.5% | $137,256-66.4% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.8%-45.5pp | 80.0%-46.6pp |
| Annual return | 18.98% | 84.19%-65.2pp | 64.87%-45.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,159 | $4,972-76.7% | $4,294-73.0% | $4,156-72.1% |
| Participant deferral / active EE | $3,509 | $6,888-49.1% | $6,132-42.8% | $6,407-45.2% |
| Admin fee / account holder | $890 | $17,404-94.9% | $14,586-93.9% | $12,270-92.7% |